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  1. line for previous assessment if return is amended so correct estimate will appear
    private use for depreciation in ledgers
    ability to export / import clients xero full ledger into our ledgers instead of manual journal

    3 votes

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  2. I believe there should be an option to run a report which shows which tax returns / activity statements have been amended and lodged as a revised version for your whole client database. Without this, there is no current way of knowing the amount of revised returns / activity statements that you have lodged which can be a problem.

    6 votes

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  3. The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.

    7 votes

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  4. Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it

    3 votes

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    Thanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing. 

    We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.

  5. It doesn't make sense that these are part of the same privilege checkbox.
    Marking something as Approved is something that a senior person (manager/partner) is responsible for.
    Marking something as Out to Sign is something that an administration person is responsible for.
    Options are:
    Give the admin person the privilege and they can approve something they shouldn't be able to (risk to firm).
    Not give the admin the privilege and the manager has to log back into Xero Tax to mark it as out to sign after the admin person has packaged it up and sent it out (waste of…

    28 votes

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  6. In the Transfers screen, Need a filter option on the Return State column to save having to move from page to page of results to find all the Assessed ones (even after having sorted by that column)

    1 vote

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  7. I would greatly appreciate the option to easily print or download only the pages of a tax return that requires the client's signature, without including the entire document. This feature would be particularly valuable for accountants who frequently need just the signature pages from multiple tax returns. Currently, the process of manually extracting these pages using another software is quite time-consuming.

    6 votes

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  8. Add default setting on managed fund capital gains distribution worksheet to "yes" so you don't have to manually edit each worksheet from the ATO prefill report.

    12 votes

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  9. I use Xero Tax to prepare all my self-assessment returns for clients and I'd like to send out a reminder this month of the POA due at the end of the month along with their UTR references. Is there any way to produce a report from Xero Tax summarising this information by client which could be exported to Excel and used as basis for a mail merge? If not, this would be really helpful and presumably, as the information is already held in Xero Tax to generate the Payment Reports this should not be very complex to develop. Thanks

    5 votes

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  10. I think it would be great to have Xero Tax automatically populate tax agent fee from invoice raised to client in the past year as deduction in tax return

    3 votes

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  11. Hi,
    In tax returns for clients that have a business schedule in their ITR, when an asset is fully depreciated, in the following year it disappears from the tax return and depreciation schedule altogether.

    Is there a way assets can remain on the depreciation schedule? It is very handy to have a full depreciation schedule for all assets, particularly if clients sell assets in the following years.

    Thank you

    10 votes

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  12. Hello,

    I would like for Xero to automatically calculate the VAT returns accurately when switching from a VAT scheme to another. Currently, we need to manually adjust the returns to avoid any duplications caused by the transition. There is room for a lot of human error when doing this and I believe this feature is extremely important.

    7 votes

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  13. Given Xero has an IR3 Rental Schedule form and Home Office Work Papers why does the business schedule workpaper only have line by line capability and not a business schedule equivalent to IR's IR3B business schedule? Why is this helpful, it means we have the ability to put in front of the client not only the income and expenses relating to their small enterprise (i.e. usually don't warrant an accounting product) and provides traceability for fixed assets and depreciation claimed.

    https://www.ird.govt.nz/-/media/project/ir/home/documents/forms-and-guides/ir1---ir99/ir3b/ir3b-2020.pdf?modified=20210305034434&modified=20210305034434

    14 votes

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  14. Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.

    92 votes

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  15. Would we be able to have a tab in Xero Tax between 'To Sign' and 'To File' - called 'Returned' - so that any ITR or AS that has been e-signed is moved across into that tab?

    19 votes

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  16. It would be timesaving to be able to Create a Tax Form (all types) directly within the Returns tab and link to an Existing Client and Job.

    What would be even better would be to be able to add a Job on the fly during the process if not already established.

    5 votes

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  17. The R & D Schedule does not automatically pull through the following items in the tax return:

    R & D recoupment amount (Part B -7) - This amount is required to be manually entered on the income tax calculation statement at label M, R & D recoupment tax.

    Total clawback - additional assessable income (Part B - 9) - This amount is required to be manually entered in the reconciliation spreadsheet, Other assessable income, label B

    4 votes

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  18. The Client Code field is not available in the ITCRPT report. Having the Client Code field available in all reports is a basic key function of any CRM, as it allows for proper data matching between systems, data cleansing, combining reports and analysis. Using the Client Code field across all systems is common practice.

    We are trying to match and combine client lists from other systems to the ITCRPT report in Xero so key data is available for our teams on the one report. This is critical for lodgement management. Yet we are not able to do this, because the…

    3 votes

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  19. One should be able to create tax returns for Companies that switched their Financials years to calendar year, to avoid late lodgements. For Example, for the companies whose financial year is 1 Jan,2022 to 31 Dec,2022, need to wait till Jun 2023 to file their tax returns

    28 votes

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  20. It would be useful to be able to email tax returns direct from XERO tax. Returns sent by XERO sign can only be viewed by a client in their entirity prior to signing if they have an ADOBE account.

    4 votes

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